Quick Thoughts

US Silica provided their outlook this morning and here’s what we took away… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership …

Several quick but big items caught our attention this week… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please …

We learned about another new damp frac sand plant in the Permian Basin coming online in 2024. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill …

Read-through to the D&C market from a leading player in both rigs and frac crews today… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, …

Quick thoughts on a potential new ipo in the proppant space… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, …

Refreshing our upstream consolidation monitor after FANG/Endeavor, a few thing stand out… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has …

This week, we are attending a large industry event, and here are some things that stood out to us from our conversations there. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. …

This week, we are catching up on sand trends in south Texas and documenting what we have uncovered… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to …

Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new …

  HAL kicks off earnings season today and we highlight points with value to the broader drilling and completions market here… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you …